Do you manage an SME? Are you an self-employed worker? Do you have a family?
My expertise and career are built on sound and transparent collaboration. Trust me to guide you in your important decisions. I am a senior financial security advisor who is recognized for my strategic thinking and my approach based on the satisfaction of my clients. Given that you spend most of your time building your career or growing your family, it is important to take the time to structure and protect your assets while building for the future.
I work hard to develop the best solutions for your SME, your family and you, while taking into consideration your reality and the issues facing you, and not simply my product portfolio.
A little about me
I have ten years of experience in the financial services industry, and am a manager and "coach" for my company.
As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certification Contact me
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Because your needs change over time, I am committed to being there with you to propose the best coverage options based on your needs and your priorities.
Are you about to move in with your significant other?
Will your family soon have a new addition?
Do you believe in your project and know that your products or services meet the needs of the market?
Do you want to leave apartment life behind and buy a home?
Do you want to travel? Are you planning your wedding or your retirement?
It is never too early to start planning for retirement.